Filed August 12, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES INC Service code 13 DBA ALLIANT RETIREMENT · NEW YORK, NY 100872052 | Contract Administrator | $133,695 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $27,002 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,565 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 16 · EIN 33-0785439 | Consulting | $19,840 |
SMITH & DOWNEY1 year Filed as: SMITH & DOWNEY PA Service code 27 ONE W PENNSYLVANIA AVE STE 950 · BALTIMORE, MD 21204 | Advisory (Plan) | $10,053 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
MID ATLANTIC CAPITAL CORPORATION7+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,882 | $67,512-48.3% | $185,851-81.2% | $93,010-62.5% |
| Participation rate | 99.2% | 67.1%+32.0pp | 81.7%+17.5pp | 73.9%+25.3pp |
| Annual return | 13.10% | 21.04%-7.9pp | 122.11%-109.0pp | 158.70%-145.6pp |
| Employer contribution / active EE | $782 | $1,783-56.2% | $5,168-84.9% | $2,705-71.1% |
| Participant deferral / active EE | $2,043 | $3,035-32.7% | $5,569-63.3% | $4,561-55.2% |
| Admin fee / account holder | $120 | $318-62.3% | $16,245-99.3% | $152-21.0% |